- Vanguard (Minneapolis, MN)
- …our clients have entrusted $9.9 trillion of their hard-earned savings to us. Financial Advisor Services (FAS) provides services and investment products, such as ... exchange-traded funds (ETFs) and mutual funds, to Vanguard's financial advisor clients. FAS serves broker-dealers, asset...or equivalent combination of training and experience. . CIMA, CFP or CFA is a plus. Special Factors Sponsorship… more
- Raymond James Financial, Inc. (Sacramento, CA)
- …with financial advisors to drive department sales objectives and to increase financial advisor utilization within a specific territory. * Works closely with ... large audiences. * Meets specific objectives related to in-person financial advisor interaction as communicated from management....applied) or ability to obtain within 90 days. * Preferred: CAIA, CFP , CFA, CIMA, or MBA **Travel Requirements**… more
- Bank of America (San Francisco, CA)
- …results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client ... to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …needed as required by management. + Required: Certified Financial Planner ( CFP ) and/or Certified Private Wealth Advisor (CPWA) preferred. Other combination ... and external business partners to provide comprehensive recommendations for the financial advisor , the client and the client's legal and tax professionals (eg… more
- Bank of America (Sewickley, PA)
- …focused and effective. **Job Description:** This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning ... licenses; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s)...by the US Securities and Exchange Commission ("SEC") + CFP (R) or CPWA(R) designation preferred or obtain and/or maintain… more
- Principal Financial Group (Washington, DC)
- …of integrity and presentation skills If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then ... the Internal Wholesaler within territory for collective success in growing advisor relationships. Accountable for achieving sales targets and managing broker dealer… more
- KeyBank (Cleveland, OH)
- …127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) * Senior advisor that exclusively works with UHNW families with a net-worth of greater than ... the competition. ESSENTIAL JOB FUNCTIONS Advisory * Senior level advisor who has significant depth, breadth, and experience to...a deep knowledge of our Family Wealth client's entire financial and family situation. Sales * Serves as the… more
- Edward Jones (Tempe, AZ)
- …presentation and communication skills + Exceptional organizational skills + Understanding of Financial Advisor and Branch Team Support Member(s) structure + ... Insurance license required within 6 months of hire + CFP designation highly preferred + CPA or other graduate...and developing tailored solutions. + Ability to support a financial advisor in evaluating solutions-based strategies for… more
- KeyBank (Salt Lake City, UT)
- …experience with proven results (required) **Licenses and Certifications** + Certified Financial Planner ( CFP ) (preferred) + Certified Investment Management ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
- KeyBank (Albany, NY)
- …FINRA License S63 () and + FINRA License S65 (preferred) + Certified Financial Planner ( CFP ) (preferred) + Certified Investment Management Analyst (CIMA) ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment… more